Ask Terry Questions Wealth Management Company

Wealth Management Company

By Terry Savage on February 18, 2022 | Financial Planning / Retirement

I put the bulk of my savings in a wealth management company about 5 years ago.
I started with close to one million and I have have seen losses over the past months.
I am 71. Should I buy any physical metals?

Terry Says

That’s the WRONG question to be asking! The stock market is only about 1,000 points below it’s all-time highs. The question is WHY are you losing money.
And this wealth management company is the first person to ask.
BUT I suggest you get a second opinion from a FEE-ONLY Fiduciary financial planner who is not trying to sell you anything.
Find one at Wealthramp.com — and get a second opinion.

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